SentinelOne ARR Tops 1 Billion in Q2

SentinelOne (NYSE:S) reported fiscal second quarter ended July 31, 2025, results on August 28, 2025, delivering 24% year-over-year (YoY) annual recurring revenue (ARR) growth to surpass $1 billion (non-GAAP), 22% YoY revenue growth to $242 million, with an industry-leading 79% gross margin. Management raised full-year revenue guidance for the fiscal year ending Jan. 31, 2026, to $998 million to $1.002 billion (non-GAAP) and highlighted the approximately $180 million acquisition of Prompt Security, expected to close in the fiscal third quarter ending Oct. 31, 2025, to expand into GenAI security and data loss prevention (DLP).Net new ARR (non-GAAP) exceeded internal expectations by approximately 40%, with both new logo acquisition and existing customer expansion each contributing roughly half of growth (non-GAAP), alongside a 23% year-over-year increase in customers with ARR above $100,000 (non-GAAP). Non-endpoint products such as Purple AI, AI SIEM (Security Information and Event Management), and data solutions represented about 50% of total quarterly bookings (non-GAAP). This indicates successful platform diversification.This momentum signals a tangible business mix shift and validates SentinelOne's strategy to drive high-margin, multiproduct expansion within both new and existing enterprise accounts (non-GAAP). This supports increased operating leverage and durability of growth.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool